Standard, Corporate or Enterprise Editions

After you complete the purchase process of your Enterprise Subscription Plan, you will receive an email that includes links where you can download the enterprise version and the corresponding license.

Step 2: Extract ProcessMaker

After the download has finished, decompress the tarball in the directory where ProcessMaker will be installed. ProcessMaker can be installed in any directory that is not publicly accessible from the internet (so do NOT install it in /var/www). ProcessMaker is generally installed in /opt since it is an optional program that does not come from standard repositories. Do one of the following depending on which ProcessMaker edition you have:

Set File Permissions

Issue the following commands as the root user so that ProcessMaker can access the necessary files in CentOS.

By default, the Apache or NGINX service runs as the apache or nginx user.

Therefore, the web service must own the ProcessMaker directory so that the web service can read and write the data. The -R option makes the ownership changes recursively so they apply to all the files and subdirectories within /opt/processmaker).

Use the following command to make the apache user the owner of all the ProcessMaker files:

chown -R apache:apache /opt/processmaker

Use the following command to make the nginx user the owner of all the ProcessMaker files:

chown -R nginx:nginx /opt/processmaker

After these changes, verify the permissions and owner of the processmaker directory with the command ls -l. Below is an example for the Apache web server. If using NGINX, it would show that all the ProcessMaker files are owned by nginx.

Replace your_ip_address with the IP number or domain name of the server running ProcessMaker. If you only planning on running and accessing ProcessMaker on your local machine, then use the IP address "127.0.0.1". If using ProcessMaker on a machine whose IP address might change (such as a machine whose IP address is assigned with DHCP), then use *, which represents any IP address. To use a port other than port 80, then it is also necessary to specify the port number.

If your DNS or /etc/hosts has a defined domain for ProcessMaker, then use that domain for your_processmaker_domain. Otherwise, use the same IP address for your_processmaker_domain as was used for your_ip_address. For more information, see the Apache Virtual Hosts Documentation.

Note:It is also possible to define the virtual host for ProcessMaker in the Apache configuration by inserting the above VirtualHost definition into the file /etc/httpd/conf/httpd.conf.

Replace your_ip_address with the IP number or domain name of the server running ProcessMaker. If you only planning on running and accessing ProcessMaker on your local machine, then use the IP address "127.0.0.1". If using ProcessMaker on a machine whose IP address might change (such as a machine whose IP address is assigned with DHCP), then use *, which represents any IP address. To use a port other than port 80, then it is also necessary to specify the port number.

If your DNS or /etc/hosts has a defined domain for ProcessMaker, then use that domain for your_processmaker_domain. Otherwise, use the same IP address for your_processmaker_domain as was used for your_ip_address. For more information, see the Apache Virtual Hosts Documentation.

Note:It is also possible to define the virtual host for ProcessMaker in the Apache configuration by inserting the above VirtualHost definition into the file /etc/httpd/conf/httpd.conf.

2. On the same file, change the server_name attribute with the IP of your server as an example:

server_name 192.168.1.100;

3. Reset the nginx server:

service nginx restart

Step 5: Install ProcessMaker

After all stack configurations are complete, open a web browser and enter the IP address (and port number if not using the default port 80) where ProcessMaker is to be installed. For instance, if ProcessMaker is to be installed at the address 192.168.10.100, then go to:

http://192.168.10.100

If it is installed locally at port 8080, go to:

http://127.0.0.1:8080

Then, in the web browser, use the installation wizard to complete the ProcessMaker installation.

Pre-Installation Check

The first screen of the installation wizard checks whether the server meets the requirements to install ProcessMaker.

If you are using a version below 3.3, it displays this Pre-installation Check screen:

For version 3.3 and later it displays this screen:

This screen checks the versions of PHP, MySQL, and cURL and ensures that the necessary PHP modules are enabled and the PHP memory_limit is at least 80MB. Requirements that are not met will be marked as No. Fix any missing requirements before continuing with the installation.

When all requirements are met, click Next.

File Permissions

The second screen of the installation wizard lists the paths of the directories where ProcessMaker stores its files and checks whether those directories have the correct file permissions.

If there is a problem accessing some files or directories, check to make sure the file permissions of the directories are set, so the web server administrator user running ProcessMaker can access them, then click the Check again button to refresh the list.

It is possible to change the location of the shared directory, where files containing process and case data are stored. This directory is placed inside the ProcessMaker installation directory under shared by default, but it can be placed in another location or on a Network Address Translation (NAT) server. If the default location for the shared directory is not used, make sure that the chosen location has the proper file permissions so that it can be accessed by ProcessMaker, but is still restricted from normal users on the server who shouldn't have access to sensitive files. It is recommended to regularly back up the shared directory and MySQL files to prevent data loss.

When file permissions are properly set, click Next.

ProcessMaker Open Source License

The third screen of the installation wizard displays the ProcessMaker license.

Mark the option I agree and click on Next to continue the installation.

Database Configuration

The fourth screen of the installation wizard configures the connection to the MySQL database. The Next button remains disabled until all database configuration fields contain values. Follow these steps to configure the MySQL database connection:

1. Select the database engine that you are using, in this case, it would be MySQL.

2. Enter the hostname in the Host Name field. If connecting to the local machine, use localhost.

3. Enter the port which the database is going to use.

4. Enter the root user’s username and password to the MySQL database in the User Name and Password fields, respectively.

5. Click Test Connection to verify the connection to the database. If the ProcessMaker install wizard cannot connect to the MySQL database for any reason, an error message displays.

6. After you have verified the connection, click Next.

Workspace Configuration

The last screen of the installation wizard is to configure the username and password of the Administrator user, which are both "admin" by default.

The ProcessMaker workspace and its database can also be configured in this step.

Follow these steps to configure the workspace name and Administrator user:

Enter the workspace name in the Workspace Name field, it only allows alphanumeric characters and no more than 29 characters long.

Enter the name of the First user, by default is “admin”, this user will have all the permissions.

Provide the password for the admin user.

Important! The “admin” user will be able to access all the features and functionalities in the ProcessMaker installation, such as system configuration, process creation, editing, users and groups management, case management, and report and dashboard oversight, among others. Thus, it is strongly recommended to create a strong password for this account. Take a look at this list of password dos and don’ts. Also, consider using a strong password generator like this one.

Follow these steps to configure the workspace database:

1. Provide a new name for the Workflow Database Name, by default is the same name as the workspace with a “wf_” at the beginning, to do this it is needed to check the Change database name option.

If the database name already exists you can delete it and recreate the same but clean by checking the Delete database if it exists option.

By default, the installation wizard creates a new MySQL user who is granted access to a new database named "wf_workflow" that will store ProcessMaker data. To use the existing MySQL user instead of creating a new user, mark the Use the current user as the database owner option.

2. Click Check Workspace Configuration to verify the configuration settings are correct. One or more errors displays if there are settings that cannot be used If that is the case, the error will explain where the error is, the most communes are the following:

a. Not passed: This warning displays when the database name already exists, it also displays this warning “WARNING: Database already exists, check “Delete Databases if exists” to overwrite the existing databases.”

b. Please enter a valid Workspace Name / Admin Username / Workflow Database Name: This warning displays when there is an invalid character or the name is too long and needs to be changed.

c. The password confirmation is incorrect: This warning displays when the passwords provided are not the same.

3. After you configure the workflow, click Check Workspace Configuration and if all correct click Finish.

If there are no problems, the message "ProcessMaker was successfully installed" will be displayed.

If there was a problem writing the ProcessMaker files, change the file permissions of the directories to give Apache access.

First Login

After ProcessMaker has been successfully installed, the web browser will be redirected to the login page. The Welcome to ProcessMaker screen:

To avoid seeing the Welcome to ProcessMaker screen on every subsequent login, mark the option Don't show me again.

Follow these steps to log into ProcessMaker:

Enter the username and password of the Administrator user, which is "admin" by default.

Select the language you prefer.

Click on Login to enter ProcessMaker.

The workspace is automatically loaded.

The login page can be customized. For more information see Login Settings.

Note:If a previous version of ProcessMaker was accessed by the web browser unintentionally, it is recommended to clear the browser cache after installing ProcessMaker to clear any stored pages from previous versions of ProcessMaker.

Errors During Installation

If an error occurs during the installation, check the installation log file:

This error indicates that the installer was unable to access the MySQL databases to install the translations. Make sure that the MySQL port (which is 3306 by default) isn't blocked by a firewall and MySQL is configured to accept connections from the server running ProcessMaker.

Apache Possible Configuration Issues

Refer to the following sections that pertain to possible Apache configuration issues:

Setting the Time Zone

The default time zone for the ProcessMaker server can be set by logging into ProcessMaker with the "admin" user and going to Admin > Settings > System. Another way to set the time zone is to edit the env.ini configuration file.